Asking your financial advisor to see your portfolio
Hey, just wondering if there is specific industry jargon clients use when asking their financial advisor for a breakdown of their portfolio that they have with their firm.
If a client wants to see a list of all their investments and the details of those investments what is a savvy way to request this information and what formats can this be requested in? How would you ask for specific performance details?
Thanks
If a client wants to see a list of all their investments and the details of those investments what is a savvy way to request this information and what formats can this be requested in? How would you ask for specific performance details?
Thanks